Robert Camberos Email & Phone Number

Ontario, CA, US

United States

United States

Life insurance term insurance permanent insurance and annuities

United States

Helping Insuance agency add a life time wonderful partnership with Kansas City Life

Costa Mesa, California

Corona, California

Chino, California

The most important role of this position is to provide and lead the branch with excellent customer service to our customers and giving an unforgettable experience. I manage and oversee branch daily operations ranging from bank alerts and reports, this responsibility is important for reviewing large dollar deposits,overdraft reports, this help keep fraud.

Chino Hills

4 month leadership and development training program with American National, we provided all of the following products ranging from home/auto/commercial and future planning life insurance, we marketed to small business and middle market territories. I was responsible for online web and social marketing branding and implemented hear social created news.

Corona

Sell personal lines insurance policies to customers including; home, auto, life and health. Generate sales and increase new business while meeting or exceeding and sales goals and quotas.Increase new business through various marketing efforts including cold-calling, purchasing leads, customer follow-up and attending various networking events.Asses customer.

Chino Hills, Soquel Canyon Branch

Wells Fargo BankProvide expert advice and service for new customers using strong product knowledge to identify customer-specific needs and increase existing customer loyalty.Responsible for analyzing current customer relationships and offering financial solutions to address customer goals and at times referring the customer for loan or investment advice..

Victorville

Improved operational efficiencies to increase ability to process customer orders using both systems and physical improvements. Recommended and ensured the implementation of changes and enhancements as necessary. Scheduled, directed and coordinated logistics functions according to documented polices and procedures to ensure they were in place and followed..

Pomona

Sold personal lines insurance to customers including; home, auto, life and health insurance.Generated sales leads and exceeded sales quotas within a commission only environment,used tools to assess risk, recommend appropriate products and coverage, quote, bind and issue insurance policies.

Corona

Contributed to recruiting clients for home loans, including cold calls.Locating potential clients and assisting them in the loan process. Made informed decisions based on creditworthiness of the borrower.

San Dimas

Managed, oversaw, trained and scheduled 17 employees. Responsible for all licensing, insuring and bonding of the company., Responsible for all operations, dispatching, quality control, and inventory. Oversaw budgets: including payroll, book keeping, and hiring/termination process.

Brea

Managed customer service representatives banker and tellers, and performed many daily, weekly, monthly bank reports.